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Vik Shah Financial Advisor
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16 Years in Business
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Closed now
Serving ZIP Codes:32765, 32766, 32762
From the Business:I am one of the most distinguished Financial & Taxation Services in Oviedo, FL. I specialize in Estate Planning, Financial Advisor, Financial Planning, Investment Management, Retirement Planning, Risk management, Banking Vik Shah is a Financial Advisor with Truist Investment Services, Inc. He has been with the firm since 2000 and offers clients more than 27 years of financial services, retirement planning, and investment management experience. He believes in having a collaborative relationship with his clients where they understand and are comfortable with their investments.Read more
Udgit Mehta Financial Advisor
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:32765, 32766, 32762
From the Business:Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks Read more
Pathak Financial Group Tax & Insurance
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15 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:32765, 32766, 32762
From the Business:" Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured, we have helped clients, with all types of backgrounds, successfully achieve their goals. They are happily retired with their financial hopes and dreams met. We want to help make that dream become a reality for you and your family also. Be sure to call us for a FREE consultation!!! "Read more
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